Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRKSX (Virtus KAR Small-Mid Cap Growth Fund Class R6) | 0.18% | 6.26% | 12.29% | NA | NA | NA | NA | 2.82% |
Data as of 07/14/2025, AR inception is 12/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRKSX (Virtus KAR Small-Mid Cap Growth Fund Class R6) | 12/15/2020 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 6.26 | 12.29 | NA | NA | NA | NA | 2.82 | 0.18 | 12.88 | 18.90 | -22.52 | 5.47 | 2.10 |
| Sharpe Ratio | NA | 0.26 | 0.43 | NA | NA | NA | NA | 0.01 | -0.13 | 0.53 | 1.01 | -0.87 | 0.33 | 4.66 |
| Standard Deviation(%) | NA | 18.09 | 17.54 | NA | NA | NA | NA | 19.19 | 20.75 | 14.46 | 14.65 | 27.60 | 16.30 | 13.03 |
| Draw Down(%) | NA | 20.83 | 20.83 | NA | NA | NA | NA | 34.50 | 16.54 | 9.08 | 12.50 | 30.49 | 11.00 | 2.12 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 12/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRKSX (Virtus KAR Small-Mid Cap Growth Fund Class R6) |
-3.58%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRKSX (Virtus KAR Small-Mid Cap Growth Fund Class R6) |
12.79%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart